Andrew Hosse
Andrew Hosse is a CFP-designated registered investment advisor at Esi Financial Advisors, based in Glen Burnie, MD, with 24 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 12,116 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ESI Financial Advisors offers investment management through various programs. Fees vary depending on the program chosen and can include platform fees, strategist fees, and service fees.
ESI Illuminations programs charge a platform fee between 0.26% and 0.45% annually, plus strategist fees (0.02%-1.00%) and EFA's service fee (0-2.00%).
American Funds and Schwab Retirement Advisor Services have tiered fees, up to 1.00% annually on the first $1M, decreasing to 0.35% on amounts over $10M.
AssetMark fees are negotiated with the advisor, not to exceed 1.5% annually.
SEI fees are also negotiated, not to exceed 1.75% annually, plus a 0.05% administrative fee.
Location
600 Crain Highway South, Glen Burnie, MD, 21061
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Andrew is an insurance agent and member of Bay Area Financial Concepts, LLC, dedicating a few hours per week. He is also involved in rental properties through Garden Estates, Inc. and Crain Properties, LLC, and is the president of Hosse Financial Services, Inc., a CPA firm, taking about half of Andrew's time. Finally, Andrew is co-trustee/co-executor and trustee/executor of family trusts and estates, spending minimal time on these activities.
Employment History
Current Registrations
Esi Financial Advisors
Equity Services, INC.Broker
Previous Registrations
Kovack Advisors, INC.
Kovack Securities INC.Broker
Resource Horizons Group LLCBroker
National Planning CorporationBroker
Aig Financial Advisors, INC.Broker
Sunamerica Securities, INC.Broker
Capital Investment Management INC.
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.